Viewing List of Knowledge Records

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
3 min read

SummitAI Service Management Help

Knowledge Management

You can view the list of Knowledge Records (KRs) available in the application as per your access.

To view list of KRs:

  1. Click Knowledge > User > Knowledge Record List.
  2. On the KNOWLEDGE RECORD LIST page, you can view the list of KRs.
    • You can view the KRs in the Tile view or Tabular view.
    • You can search for the KRs using the Filters icon on the ACTIONS panel (see: Filters).


    Figure: KNOWLEDGE RECORD LIST page (Tile view)


    Figure: KNOWLEDGE RECORD LIST page (Tabular view)

  3. Select the KB ID of the KR that you want to view. The KNOWLEDGE RECORD ID page is displayed with all the details about the KR. For information about the fields and icons on the KNOWLEDGE RECORD ID page, see Adding Knowledge Base Records (KRs).


    Figure: KNOWLEDGE RECORD ID page

Note:

You can modify the KR only if you have access to modify the KR. Also, a Change Record (CR) should be raised to make any changes to a KR.

ACTIONS

This sections explains all the icons on the ACTIONS panel of the KNOWLEDGE RECORD LIST page.

Filters

Click Filters to specify a particular filter criteria to display the KRs as per the specified filter criteria. On clicking the Filters icon, the FILTERS pop-up page is displayed. The following table describes the fields on the FILTERS page:

FILTERS pop-up page

 Figure: FILTERS pop-up page

Field Description

The following table describes the fields on the FILTERS pop up page.

Field

Description

Tenant

Select the Tenant from the list.

KB ID

Type in the KB ID range in the From and To text boxes.

Status

Select the status of the KR from the list.

Life Cycle Status

Select the life cycle status from the list.

Category

Select the Category from the list.

Classification

Select the Classification from the list.

From Date

Select the From Date.

To Date

Select the To Date.

Search Text

Type in the text to search for in the KRs.

Include Inactive

Select the check box to also include the inactive KRs meeting the search criteria.

ADD NEW

Click ADD NEW to add a new KR. For more information about adding new KRs, see Adding Knowledge Base Records (KRs).

CONFIGURE COLUMNS

Click CONFIGURE COLUMNS to customize the columns on the page. For more information, see Personalizing Pages of SummitAI Platform

Note:

To View Knowledge Record Owner Detail on the KNOWLEDGE RECORD LIST page: 

  1. Click CONFIGURE COLUMNS icon on the ACTIONS panel.The CONFIGURE COLUMNS pop-up page is displayed.
  2. Select the Page Name and the Display Type from the respective list. 
  3. Select the Owner from the Available Columns list and click the Right Arrow to move it to the Selected Columns list.
  4. Click SUBMIT.

    CONFIGURE COLUMNS pop-up page - Tabular View
    Figure: CONFIGURE COLUMNS pop-up page - Tabular View

    CONFIGURE COLUMNS pop-up page- Tile View
    Figure: CONFIGURE COLUMNS pop-up page- Tile View